To Approve a Document
Document
management best practices recommends following a two-step process , often
referred to as content validation and complete record
verification.
AssetWise supports this process by allowing
one or more approvers (Responsibility type) to be associated to a document, but
only one data "gatekeeper" that verifies that all the metadata and related
content is correct before setting the record to "Approved".
Once a document is approved, the metadata cannot be changed until the document is revised.
For documents that are not subject to change control, errors can be corrected by un-approving the record or by adding a new revision.
Note: To approve a
document, the user must have
Approve
permissions granted for a Document object instance permission.
Follow these steps to approve a document.